Filed November 2, 2023
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,740 | $63,346+130.1% | $92,240+58.0% | $70,126+107.8% |
| Participation rate | 98.1% | 68.7%+29.4pp | 76.5%+21.6pp | 69.5%+28.5pp |
| Annual return | 11.57% | 530.19%-518.6pp | 176.29%-164.7pp | 73.15%-61.6pp |
| Employer contribution / active EE | $5,423 | $2,471+119.4% | $3,680+47.4% | $2,343+131.5% |
| Participant deferral / active EE | $4,268 | $2,854+49.6% | $3,897+9.5% | $3,332+28.1% |
| Admin fee / account holder | $16,153 | $3,841+320.6% | $5,194+211.0% | $4,645+247.7% |